See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,334 | $100,923-65.0% | $150,045-76.5% | $74,304-52.4% |
| Participation rate | 87.6% | 70.1%+17.5pp | 82.3%+5.3pp | 60.3%+27.3pp |
| Annual return | 31.41% | 51.77%-20.4pp | 62.55%-31.1pp | 29.43%+2.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,644 | $6,709+58.6% | $7,997+33.1% | $3,767+182.5% |
| Admin fee / account holder | $3,046 | $2,767+10.1% | $13,435-77.3% | $2,969+2.6% |